News releases

June 02, 2021

Sun Life Asia partners with MDRT Academy to become market leader in quality advice

670 Sun Life Advisors to join the association and accelerate their careers

HONG KONG - (June 2, 2021) - Sun Life Asia has partnered with MDRT Academy - a new association helping financial professionals accelerate their careers - introducing 670 Sun Life advisors to its membership ranks.  The addition of Sun Life advisors from Hong Kong, the Philippines, Indonesia, Vietnam and Malaysia will make Sun Life the MDRT Academy’s largest membership company to date. The Academy, together with Sun Life’s Brighter Gen and Brighter Pro training and development programs, will support Sun Life’s ambition to be a market leader in quality financial advice.

“Sun Life’s goal is to have the most respected advisors in the industry, known for the quality of their advice and their professionalism,” said Leo Grepin, Sun Life Asia President.  “The MDRT Academy is a valuable addition to our Brighter Academy advisor development programs, which build the skills and capabilities to guide advisors along their career journey from rookie, to MDRT, and then leading agency manager. With access to the best training and experience, Sun Life advisors can achieve their career ambitions and deliver the best experience to our Clients,” said Leo.

The MDRT Academy was launched in 2017 to help financial services professionals reach greater production levels and join MDRT. The academy offers a fully digital experience meaning at any time and from anywhere, members can access the association’s tools, resources and community through an intuitive website and mobile app. 

“We’re excited to work with Sun Life and there is no doubt that the MDRT Academy will help their advisors increase their production, improve their client service skills and learn best practices from experienced MDRT members,” said Ian Green, MDRT President.  “The tools for building a successful career in financial services are literally at their fingertips.”

The MDRT Academy features an assessment that helps members better understand and identify their strengths and growth areas - and personalizes content to a member’s needs and areas of interest. It also offers goal setting and performance-tracking tools, monthly webcasts featuring MDRT members, Performance Guides, as well as hundreds of MDRT-approved articles, videos and podcast episodes.  MDRT Academy members also have the opportunity to attend MDRT’s Annual Meeting.

About Sun Life

Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2021, Sun Life had total assets under management of $1,304 billion. For more information please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Note to editors: All figures in Canadian dollars

About MDRT

Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 65,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. For more information on the MDRT Academy, please visit www.mdrtacademy.org. For more information on MDRT, please visit www.mdrt.org.

 

Media relations contact:

Sarah James

Head of Communications, Asia, Sun Life Financial

T: +852 2918 3828

M: +852 6021 5797

E: sarah.james@sunlife.com